Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Retirement Income Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors Degree, University of Iowa, Iowa City, IA

Interests

  • Spending time with my wife Kayla and our son, Joseph V
  • We have two dogs Lambeau and Kinnick
  • Enjoy watching sports, fan of the Packers & Hawkeyes
  • Boating, golfing, and being outdoors

Community participation

  • Habitat U Store, Volunteer
  • Riverbend Food Bank, Volunteer
  • VIVA Quad Cities, Sponsor
  • Quad Cities Chamber of Commerce, Member
  • Quad Cities Builders & Remodelers Association, Member

Awards & recognition

  • Ameriprise Circle of Success, 2017-2020
  • Premier Protection award, RiverSource Life Insurance Company , 2017